Jim Tegeler

Client Advisor

Jim focuses on making new or difficult concepts easy to understand. Known for being thorough and giving frank answers, he seeks to alleviate the stress everyone feels around money. Jim views himself as a teacher, a psychologist and a financial advisor. Whether he’s discussing your portfolio or working with you to solve a problem outside of your investments, Jim helps you focus on what matters so you can make well-thought-out decisions and take action.

Designations and Education

  • CERTIFIED FINANCIAL PLANNER™ certification
  • B.A. in Business Administration
    University of Washington